Transfers And Onboarding Consultant

In this role you will:Contact Life Companies to chase & expedite transfers in progressUnderstand specific transfer requirements for the various Life CompaniesExpedite unit transfers with various competitor unit trust management companiesCreate requirement checklists for investors / IFAsTake full responsibility and own transfer process from cradle to gravePrepopulate and prepare client packs of documentation and where necessary also assist the IFA/assistants in documentation preparationManage inbound calls from IFAs and their assistantsAlways be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically and face to face at their officesSubmit, track, and give feedback to sales consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)Manage flow of work in close conjunction with advisor liaison consultant/sales consultant/RM (instructions, queries, requests, rejections)Manage exceptionsLog and resolve queries and be able to give feedback on relevant queries as and when needed specifically to book Transfer/Group RABe approachable, available, and helpful as the point of escalation and clarityIdentify trends and raise with FNZ on a continuous basisMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsBe able to build strong relationships with internal and external stakeholdersQualifications and Experience:A business / commercial degree with related industry experienceMinimum 5 years experience of Linked Products, Local Unit Trusts and Offshore Funds is essentialMinimum 1 years experience in dealing with Section 14, Living Annuity, voluntary products, and offshore transfersProficient in Microsoft Office PackageExcellent business writing skillsStrong knowledge of transfer processes and requirementsKey attributes:The ability to build and maintain meaningful relationshipsA client focused and collaborative approachHigh conviction and be comfortable sharing opinionsAbility to analyse, interpret and assimilate information